+2.1%
AS vs BLDR
-38.1%
+40.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.3% | -4.1% | +2.6% |
| 7D | +13.8% | +24.4% | -10.6% | +7.1% |
| 30D | +16.7% | +24.9% | -8.3% | +9.5% |
| 3M | -11.5% | -7.8% | -3.7% | -10.3% |
| 6M | -5.5% | -5.8% | +0.2% | -5.6% |
| YTD | -14.2% | -32.5% | +18.3% | -11.3% |
| 1Y | +2.1% | -36.7% | +38.8% | +5.5% |
| All | +2.1% | -38.1% | +40.2% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling